Meet Your SmartVestor Pros
What Happens Next
We’ve sent your information to 4 top-notch SmartVestor Pros, and we’ve encouraged them to contact you quickly with a brief call.
Here's What to Look For
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Who is quick to reach out?
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Who do you enjoy talking to?
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How do your pros follow up?
Your SmartVestor Pros
There are 4 serving San Luis Obispo, CA.
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Nicholas Maxwell
Brighton Investment Advisors
Email Address nick.maxwell@brightonadvisors.com -
Ryan Olson
CFP®, MBA
Mission Private Wealth
Email Address ryan@missionprivatewealth.com -
Michael Morando
Tremblay Financial
Email Address mmorando@tremblayfinancial.com -
Michael Fuller
Raymond James Financial Services, Inc.
Email Address michael.fuller@raymondjames.com -
Get Your SmartVestor Interview Guide
Look for a pro who takes the time to answer your questions in detail. Remember, you’re looking for a long-term relationship!
Download the Guide
3 Questions to Ask Your SmartVestor Pros
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How did you become familiar with Dave Ramsey?
You want a pro who understands the financial journey you're on.
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What kind of experience do you have?
Make sure their experience fits with your investing needs.
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What will we talk about in our first meeting?
Your pro should want to get to know you and your goals for the future.
A Money Plan for Real Life
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